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About My Plans by CBIZ

Save time and hassles while making the most of your HSA, HRA, and FSA health benefit accounts by quickly checking your balances and details. Our secure app makes managing your health benefits easy through real-time access and intuitive navigation to all your important account information on the go! Powerful features of the app include: Easy, Convenient & Secure • Simply login to the intuitive app using your same health benefits website username and password (or follow alternative instructions if provided) • No sensitive account information is ever stored on your mobile device Connects You with the Details • Quickly check available balances 24/7 • View charts summarizing account(s) • View claims requiring receipts • Click to call or email Customer Service Provides Additional Time-Saving Options (if supported or applicable to your account(s)) • File a claim towards your medical FSA and HRA • Take or upload a picture of a receipt and submit for a new or existing claim • View, contribute and distribute HSA transactions • Pay bills from any account and add a payee • Using the Dashboard, enter medical expense information and supporting documentation • Retrieve your forgot username/password • Report a debit card as lost or stolen Powered by WEX Health®

Ratings & reviews

4.4

364 ratings

5 ★ 80% 4 ★ 4% 3 ★ 2% 2 ★ 3% 1 ★ 10%

What’s new

Version 317.15.0 · Updated August 13, 2026

Version 317.0 provides you with: Security updates Bug fixes

App privacy

The developer, CBIZ Benefits & Insurance Services, reported these privacy practices to Apple.

Data Not Linked to You

The following data, which may be collected but is not linked to your identity, may be used for the following purposes:

  • Usage Data: Product Interaction

Used for: Analytics

Alternatives to My Plans by CBIZ

Looking for apps like My Plans by CBIZ? Here are 6 similar apps on the App Store. The highest rated is freshbenies (4.8/5), and all 6 are free to download.

My Plans by CBIZ vs. alternatives
App Rating Price Last updated
My Plans by CBIZ 4.4 / 5 (364 ratings) Free August 13, 2026
Life Time Team Member 3.0 / 5 (1) Free Aug 11, 2026
myHealthEZ 2.6 / 5 (40) Free Feb 26, 2026
i360 miBenefits 1.9 / 5 (54) Free Mar 14, 2026
Benecon CDH Mobile 3.0 / 5 (1) Free Sep 22, 2026
freshbenies 4.8 / 5 (144) Free Sep 15, 2026
SwiftMD 3.7 / 5 (10) Free Aug 29, 2025